Howard Punch, financial advisor Edina MN
93 score

Howard Punch

CRD Number: 1189430
Current Firm: Punch & Associates Investment Management, Inc.

Howard Punch (CRD# 1189430) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Punch & Associates, Inc. Minneapolis, MN Jul 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Feb 1994
Contact Info for Howard D. Punch
Phone Number: (952) 224-4350
Firm Website: http://punchinvest.com/
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    938
    MILLIONS
  • Total Number of Accounts
    1,369
    ACCOUNTS
  • Average Account Value
    $685,238
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, FL, IL, MI, MN, NE, NH, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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